Communications

We recently moved Wells Fargo to the category “Source of Funds”. If we need to buy a new position or add to an existing position and cash is not readily available in your account, we may sell part or all of your… Read More

Everyone is walking around with a computer in their pocket. With a few taps of the finger you can buy and sell any stock you want. Now with stay-at-home orders people have more free time. And stock trading is commission… Read More

We want to call your attention to important changes made pursuant to the SECURE Act passed in 2019 and the recently passed CARES Act. These new provisions provide several benefits to retirees and retirement savers, as well as some potential pitfalls. Perhaps most… Read More

You make most of your money in a bear market; you just don’t realize it at the time. -Famed value investor Shelby Davis. The COVID19 induced market panic led to the quickest Bear Market (loosely defined as a drop of… Read More

The stock market is in a correction. While the trigger is unique the panic-induced selling is not. So after this rapid panic-induced market correction, should you invest in stocks now or not? To help us answer this question we need… Read More

This week we trimmed Microsoft (MSFT) and Costco (COST) in the AMM Dividend Growth Strategy. These were rules-based trades. We only traded in accounts that had overweight positions in Microsoft or Costco. We’ve owned Microsoft since the start of the… Read More

United Technologies (UTX) was one of our more recent additions to the Dividend Growth Strategy. It was the subject of our most recent dividend letter and we just sold it. Why? We have a list of companies that we follow… Read More